Checklist 1

Updating Plan Documents

Checklist 2

Understanding the Correct Definition of Compensation

Checklist 3

Calculating the Correct Match

Checklist 4

ADP & ACP Testing

Checklist 5

Limiting 401(k) Deferrals

Checklist 6

Timely Depositing 401(k) Deferrals

Checklist 7

Properly Administering Participant Loans

Checklist 8

Administering Hardship Withdrawals

Checklist 9

Following the Heavy Rules

Checklist 10

Timely Filing Form 5500

Checklist 11

Starting Deferrals Properly

12 Plan Summary

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